What Will The March Unemployment Rate Show
As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to...Read More
Larkspur Executive converts Prospects to Clients
Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze...Read More
SCOTUS Ruling Alert! Plan Sponsors And Fiduciaries May Risk Litigation
Don’t Fear the Ruling Here’s what the Court Found How advisors can benefit from this ruling This ruling will not change anytime soon Here are some next steps for advisors...Read More
Global Oil War
Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio Crash Test Pro is the best tool for crises COVID-19...Read More
How Fast? Historically Fast.
Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to...Read More
A Tale of Ignorance And Danger of Rash Decisions
Who is Zoom Technologies Inc.? Markets are “efficient”, right? Let’s all just take a deep breath In my last article, I made a mistake that thousands of investors are making....Read More
Coronavirus is a Beta Test For Remote Work
Remote-work software companies Quarantine may kickstart remote work We will emerge from Coronavirus, but do we evolve or resume? My most positive outlook Ease client concerns during this challenging time...Read More
How’s VaR working out?
If there is one theme that underpins our writing on risk, it is that stress testing and scenario analysis are far superior to value at risk (VaR) measures. It is...Read More
Can a plan have too many Funds
Key Talking Points Can the menu be too small? A Diversified Plan Menu Summary It shouldn’t be surprising that a plan which had over 200 options for participants to choose...Read More
Panic at the Disco!
I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.